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CONTENTS

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Using Reports



My Dashboard

Administrator Dashboard for Performance Analytics


View and Modify Reports



Modify Report Criteria

Create a Custom Report

Edit or Delete a Custom Report

Report Limits and How to View Large Data Sets

Scheduling and Downloading Reports


Schedule, Send, or Download Reports



Download a Report On Demand

Send Report Results by Email

Schedule a Report

Edit or Cancel a Scheduled Report

Extending Expiring Scheduled Reports

Downloads View for Reports

Download a Scheduled Report From the Schedule History

Limits for Reports


List of Standard Reports



Envelope Report

Envelope Recipient Report

Envelope Status Report

Envelope Velocity Report

Envelope Volume Report

Envelope Authentication Report

Envelope Identity Verification Report

Purged Envelope Report

Failed Delivery Report

Recipient Activity Report

Recipient Authentication Report

User Activity Report

Group Activity Report

Account Activity Report

Account Authentication Report

Template Report

Template Usage Report

Elastic Templates Usage Report

SMS Delivery Usage Report

SMS Delivery Opt-In Status Report

Web Form Usage Report

Web Form Report

Digital Signature & ID Verification Usage Report

Signature Type Usage Report

Notarized Envelope Usage Report

ID Verification for Notarization Report

Account Identity Verification Report

ID Verification Attempt Report

ID Verification for Standards-based Signatures Report


Document Data Reports



Web Forms Data Report


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DOCUSIGN ESIGNATURE REPORTS FOR SENDERS AND ADMINISTRATORS

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USING REPORTS

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Docusign eSignature Reports for Senders and Administrators
Docusign eSignature Reports for Senders and Administrators

Sep 03, 2024
3 min read
TagsProductDocusign eSignatureeSignature
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USING REPORTS

The Reports feature allows users and administrators to run, customize, schedule,
and download and print reports for their account.

The Reports feature allows users and administrators to get insights into their
Docusign account. Report data is generated continuously, and reports contain
near real-time data from document activity.

When users run reports, they see information from their own account activity
only. Account administrators see all account-level activity. Report data has the
following limits:

 * Reports displayed in the application can return up to 5,000 rows of data.
 * Reports downloaded as a CSV file can return up to 50,000 rows of data.
 * Emailed reports can return up to 100,000 rows of data.

On the main Reports page, there are two dashboards: one for all users to view
their own sent envelope data, and one for users with administration permissions
to view all account envelope data. These dashboards provide an overview of
envelope activity and environmental savings.

For reporting on specific content, you can use the following types of reports:

Standard reports. There are several standard reports that provide information
about envelopes, recipients, account activity.

Document Data reports. This is a new category of data reports that focus on the
field-level data in your Docusign eSignature agreements.


INTRODUCTION TO REPORTS (VIDEO)

Here's a short video to get you started:

 


REPORT CATEGORIES

Docusign offers several reports available to quickly view information about your
account. Users see information from their own account activity only. Account
administrators see all account-level activity. There are three categories of
standard reports and a collection of Document Data Reports:

 * Envelope: Data on envelopes sent from the account. Available to all users.
 * Recipient: Data on recipient activity for envelopes sent from the account.
   Available to all users.
 * Usage: Data on activity and usage for the entire account. Available to
   account administrators only.
 * Document Data: Field-level data from documents sent from the account.
   Available to all users (may vary by report).

By default, all reports run with the following filters:

 * Date Range: Month to Date
 * Envelope Status: Any
 * Sent By: Any

Note: Some advanced features and options are supported only in certain Docusign
plans and some require administrator permissions. Your account plan or
permissions might not support some options discussed in this help topic. For
more information about which options are available for your account, contact
your account administrator or Docusign Customer Support. Visit our Contact
Support web page for contact options to reach Customer Support.


CUSTOM REPORTS

You can alter the report filters to modify the information returned in the
report. Set filters to create custom reports and save them for later use. Learn
more...


SCHEDULE REPORTS

Finally, you can schedule reports to run automatically, download report data to
a CSV file, and print reports. Learn more...


DOCUSIGN ESIGNATURE USER GUIDES

This guide is part of a collection of user guides for Docusign eSignature. The
following table provides information about some of the other user documentation
available.

TitleDescriptioneSignature Basics for SendersIntroductory information for new
users. Covers how to get started with Docusign eSignature and learn the basics.
Account Preferences and Profile Settings for Docusign eSignatureInformation on
how to manage your account preferences, including contacts list, notification
preferences, managing delegated signers, and more. Docusign eSignature for
Senders - RecipientsInformation on adding recipients to your envelopes. Includes
advanced recipient techniques, such as setting a signing order, assigning access
permissions, and adding optional recipients.eSignature for Senders -
AgreementsExpanded information on preparing documents for signature. Includes
details on the different types of recipient and pre-fill fields you can add.
Document Generation for eSignatureInformation on using document generation to
automatically generate customized documents.Docusign eSignature -
TemplatesInformation on creating, using, and managing templates. Docusign
eSignature - PowerFormsInformation on creating, using, and managing PowerForms.
PowerForms is a no-code solution for a signer to generate an agreement on
demand. Web FormsInformation on creating, using, and managing web forms.Payments
User GuideInformation on settting up and using Docusign Payments to collect
payments along with signed agreements. Managing Envelopes for SendersInformation
on managing your Docusign eSignature envelopes. Docusign eSignature
ReportsInformation for senders and administrators on how to use reports to get
insights into their Docusign account. Docusign eSignature Signing
ProcessInformation for signers on how to sign documents with Docusign
eSignature.








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On this page:
Introduction to reports (video)
Report categories
Custom reports
Schedule reports
Docusign eSignature User Guides



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